Contey
Smith
Origin Financial
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About this Advisor
Contey Smith is a certified financial planner who works out of Buford, Georgia with 1 year of industry experience. Smith currently works for Origin Financial. Over the course of their career, they have held roles at Truewealth, Unemployed/Maternity Leave, Uromed, Cardinal Health, Elwood & Goetz Wealth Advisory Group, Motus Wealth, LLC and Origin Financial. Smith is approved to work in Georgia. Origin Financial is an advisory company operating out of Boston, MA. It manages $478 thousand in total assets across its 23 accounts, placing it among the smaller firms in the country by assets under management. The firm performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules typically depend on the type of services offered. However, fees charged by Origin Financial can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Origin Financial Brokerage Details
$478,000
219
23
$20,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Contey Smith Work History
Contey has been registered as a financial advisor for 1 years.*
Origin Financial
Motus Wealth, LLC
Elwood & Goetz Wealth Advisory Group
Truewealth
Unemployed/Maternity Leave
Uromed
Cardinal Health
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Contey Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Origin Financial
Boston, MA
Boston, MA
Culver City, CA
Grovetown, GA
Boston, MA
Boston, MA
Saunderstown, RI
Fort Worth, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
